Diana Bass and Ian King at Bloomberg:
Microsoft Corp. is committing to use chips based on ARM Holdings Plc technology in the machines that run its cloud services, potentially imperiling Intel Corp.’s longtime dominance in the profitable market for data-center processors.
No significant presence in mobile. Fierce competition in desktop PCs. If Intel loses their grip on the server market they are in all sorts of trouble.
Source: Microsoft Pledges to Use ARM Server Chips, Threatening Intel’s Dominance – Bloomberg